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WELCOME TO THE EXIT PLANNING SUMMIT

 In 2027, the Exit Planning Summit heads to San Diego! Connect with thousands of advisors, learn from industry leaders, and walk away with strategies you can immediately apply to better serve business owners. 

WHY ATTEND THE EXIT PLANNING SUMMIT?

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EXPERIENCES.

Experience the impact of best-in-class exit planning education at the Exit Planning Summit. From collaborative workshops and thought-provoking sessions to engaging socials and curated networking opportunities, strengthen your skillset and learn something new about the Value Acceleration Methodology™, a framework focused on proactive, value-driven strategies that make exit planning an ongoing business practice rather than a one-time event. 

PEOPLE.

Build meaningful connections with like-minded advisors who share a passion for creating significant companies. Through our myriad of networking opportunities, unlock new relationships and gain insights from your peers on Value Acceleration Methodology™ implementation in their practice. Engage with fellow attendees and forge relationships to inspire new business opportunities.

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INNOVATION.

Unlock breakthrough opportunities at the Exit Planning Summit, designed to spark bold ideas and future-ready strategies. Dive into groundbreaking insights, next-generation tools, and practical frameworks you won’t find anywhere else. Equip yourself to accelerate your practice’s growth, reimagine your strategies, and lead the evolution of exit planning.

1200 +

Referral Sources

25 +

Actionable Sessions

80 +

Sponsors That Power Your Practice

STAY AHEAD OF THE CURVE, NOT BEHIND IT

Choose the ticket that matches your growth goals. Our General Admission pass gives you access to inspiring sessions, networking opportunities, and the whole exhibition hall. Upgrade to the VIP Ticket for exclusive benefits including private lounge access, invitation-only connections, and premium experiences designed to take your practice to the next level. 

New to 2027, CEPAs can now upgrade their EPI Membership to CEPA Plus to include a General Admission Exit Planning Summit Ticket. View all ticket options below!

$2,195 General Admission Ticket
Purchase General Admission
Three days of exit planning education, networking opportunities, and experiences.
The opportunity to connect with thought leaders in the exit planning space.
$3,195 VIP Admission Ticket
Purchase VIP Ticket
All benefits of General Admission plus….
Priority access to the room block at the Gaylord Pacific Resort and Convention Center.
Dedicated VIP check-in to bypass long registration lines.
Reserved seating at all main stage sessions.
Access to exclusive VIP lounges and amenities for comfort and convenience.
All-access to exclusive events like the Partners and Pours Social, Creator Breakfast, speakers, and more.

Most Popular with CEPAs

$3,600 Upgrade to CEPA Plus
Upgrade to CEPA Plus
Exit Planning Summit General Admission Registration
CEPA Connect Profile
CE-Approved Courses
Methods to Mastery Podcast
CEPA Mastermind Groups
Business Owner Prospecting Toolkit
60 Minute Business Owner Meeting

BRING YOUR PLUS ONE

Make the Exit Planning Summit a shared experience and invite your spouse or significant other to enjoy exclusive access to select social events and memorable evenings with our NEW Social Guest Pass!

THANKS TO OUR 2026 SPONSORS

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SEE WHAT'S NEW THIS YEAR

New Agenda Format
2025-summit-registration

New Agenda Format

A redesigned flow built to spark deeper conversations, maximize takeaways, and create a stronger Exit Planning Summit experience for every attendee.

New Workshops
2-25-epi-summit-session

New Workshops

Dive into interactive, hands-on sessions that sharpen your skills and equip you with strategies you can implement in your business immediately.

More Networking
2025-epi-summit-pool

More Networking

Connect with more peers, experts, and sponsors through expanded networking sessions and curated opportunities to build lasting relationships.

Speaker

2026 SPEAKERS

As we work to create the ultimate Exit Planning Summit experience for 2027, check out the 2026 agenda to learn more about past speakers and topics. 

Christopher S Headshot

Christopher Snider

Chairman, Exit Planning Institute

Scott S Headshot

Scott Snider

President, Exit Planning Institute

Joe S Headshot

Joe Seetoo

2025 Exit Planner of the Year

Ben Utecht Headshot-1

Ben Utecht

2026 Keynote Speaker

Tommy Breedlove Headshot

Tommy Breedlove

2026 Keynote Speaker

LATEST NEWS & BLOGS

Meet the 2026 Excellence in Exit Planning Award Winners
Meet the Excellence in Exit Planning Award Winners (From left: Renee Russo, Todd Yeiter, Wally Waldron)
Blog,
CEPA,
Excellence in Exit Planning Awards,
Exit Planning Summit

Meet the 2026 Excellence in Exit Planning Award Winners

2 min read
Recognizing Certified Exit Planning Advisors from our 2010 Class
Recognizing CEPAs from our 2010 Class (From left: Craig West, Roy Messing, Odee Ingersoll, Douglas Dickey, Jay Simecek)
CEPA,
Exit Planning Summit

Recognizing Certified Exit Planning Advisors from our 2010 Class

4 min read
Meet the 2026 Exit Planner of the Year Nominees
Meet the 2026 Exit Planner of the Year Nominees (Neil McPeak and Renee Russo)
Exit Planning Summit,
Awards

Meet the 2026 Exit Planner of the Year Nominees

4 min read
Meet the 2026 Excellence in Exit Planning Nominees
Meet the 2026 Excellence in Exit Planning Award Nominees (From left: Wally Waldron, Jerome Myers, Todd Yeiter, Jason Bush, Kristin Carlson)
Exit Planning Summit,
Awards

Meet the 2026 Excellence in Exit Planning Nominees

3 min read
The Final Countdown to the 2026 Exit Planning Summit
The Final Countdown to the 2026 Exit Planning Summit
Exit Planning Summit

The Final Countdown to the 2026 Exit Planning Summit

3 min read
Celebrating Women in Exit Planning
Celebrating Women in Exit Planning
Blog,
CEPA,
Exit Planning Summit,
women in business

Celebrating Women in Exit Planning

2 min read
Meet the Authors Attending the 2026 Exit Planning Summit
Exit Planning Summit

Meet the Authors Attending the 2026 Exit Planning Summit

2 min read
15 Years of Elevating CEPAs at the Exit Planning Summit
15 Years of Elevating CEPAs at the Exit Planning Summit
Exit Planning Summit

15 Years of Elevating CEPAs at the Exit Planning Summit

3 min read
What to Expect at Your First Exit Planning Summit (And Why You’ll Want to Come Back)
What to Expect at your First Exit Planning Summit (and Why You'll Want to Come Back)
Exit Planning Summit

What to Expect at Your First Exit Planning Summit (And Why You’ll Want to Come Back)

2 min read
Unlock the Full Exit Planning Summit Experience in Nashville
Unlock the Full Exit Planning Summit Experience
Exit Planning Summit

Unlock the Full Exit Planning Summit Experience in Nashville

2 min read
How Top Advisors Build All‑Star Exit Planning Teams
How Top Advisors Build All-Star Exit Planning Teams
Exit Planning Summit

How Top Advisors Build All‑Star Exit Planning Teams

3 min read
How to Build the Network Your Exit Planning Clients Deserve
How to Build the Network Your Exit Planning Clients Deserve
Exit Planning Summit,
Chapters

How to Build the Network Your Exit Planning Clients Deserve

3 min read
Plan Your Trip to Nashville for the 2026 Exit Planning Summit
Plan Your Trip to Nashville (Everything You Need to Know)
Exit Planning Summit

Plan Your Trip to Nashville for the 2026 Exit Planning Summit

3 min read
How You Can Prioritize Personal Planning in 2026
How You Can Prioritize Personal Planning in 2026
Value Acceleration Methodology,
Blog,
Exit Planning Summit

How You Can Prioritize Personal Planning in 2026

3 min read
Nominate a CEPA for the 2026 Excellence in Exit Planning Awards
Nominate a CEPA for the 2026 Excellence in Exit Planning Awards
Blog,
Excellence in Exit Planning Awards,
Exit Planning Summit

Nominate a CEPA for the 2026 Excellence in Exit Planning Awards

3 min read
5 Reasons the Exit Planning Summit is the Smartest Investment You'll Make in 2026
5 Reasons the Exit Planning Summit is the Smartest Investment You'll Make in 2026
Exit Planning Summit

5 Reasons the Exit Planning Summit is the Smartest Investment You'll Make in 2026

3 min read
Your Professional Edge for 2026 Starts Now
CEPA 2026 promotion cookies on plate with the text
Value Acceleration Methodology,
Business Owner,
CEPA,
Exit Planning Summit,
Walking to Destiny,
EPI Academy,
Season of Deals

Your Professional Edge for 2026 Starts Now

2 min read
Why You Should Make the 2026 Exit Planning Summit Your First
Exit Planning Summit

Why You Should Make the 2026 Exit Planning Summit Your First

2 min read
Tommy Breedlove and Ben Utecht to Keynote the 2026 Exit Planning Summit
meet Tommy Breedlove and Ben Utecht, the keynote speakers at the 2026 Exit Planning Summit
Exit Planning Summit

Tommy Breedlove and Ben Utecht to Keynote the 2026 Exit Planning Summit

2 min read
Your First Look at EPI’s 2025 Season of Deals
Cookies in a snowy landscape that says
Value Acceleration Methodology,
Business Owner,
CEPA,
Exit Planning Summit,
Walking to Destiny,
EPI Academy,
Season of Deals

Your First Look at EPI’s 2025 Season of Deals

2 min read

DIVE DEEPER INTO THE EXIT PLANNING SUMMIT EXPERIENCE

Agenda

EXPLORE THE AGENDA

Find out where and when the summit will be held so you can plan your perfect experience and maximize it.

Venue

EXPLORE THE VENUE

Learn more about the venue where the Exit Planning Summit will be taking place, and familiarize yourself with all the amenities for this world-class experience.

Resources

EXPLORE OUR RESOURCES

Attending this year's Exit Planning Summit? Make sure to visit our Resources page to get everything you need as you prepare for your Exit Planning Summit experience.

HAVE YOU REGISTERED YET?

 Secure your seat at the Exit Planning Summit with one of our three options to attend before spaces fill up!